I have duplicate contacts assigned to the same owner, but the records have different record types. I need to make the winning record type based on the owner's profile name.In one example the record owner profile is Institutional, and the record typ...
I’ve tried several times over the past week, and been completely unable to run any merges through DemandTools. I can get to the “Review Duplicates” screen after running a scenario:However, clicking “Merge Selected Records” almost immediately returns ...
Welcome to the Validity DemandTools Ask Me Anything event. This event has ended this time and no more replies to this thread will be accepted, please stay tuned for our next event later in the year. If you have further questions, please post them to ...
Story time from this morning! After almost 15 years, I still geek out over DemandTools when I can run a job that saves me tons of time (and makes me look a little bit like a hero! )People often think that DemandTools is just for Salesforce Admins. Wh...
I love the ability to change records in real-time in the Tune preview grid. Is this available in any other modules or planning to be available in any others?
We are happy to announce the DemandTools V Convert Certification test!!! DemandTools V Convert Certification Test For those that may not be aware, this is part of a larger program for users to become fully certified in the DemandTools V platform. We ...
I am using DT V and have created some scenarios with field rules. I am unable to share one of the scenarios to another organization due to the following error:A Field Rule already exists with the provided name.I was able to share other scenarios with...
Hello Validity Community! I have used Demand Tools for several years now, recently upgrading to Demand Tools V. One thing I cannot seem to do with the new platform is Mass Effect using a .csv file. I tend to use this feature a lot for updating one fi...
Hi I haven't found detailled information on how 'Enable Assignement Rules' feature is working. We use LeanData to rule our contacts and leads ownership, so if i trigger some contact with this feature checked will it follow our leandata rules? also i ...
Hi, I have been trying to use the Match module in DTV to match records in Salesforce based on an auto-numbered field. I have not had any success finding records with any match step I set up. I looked into some documentation and found this on Salesfor...
Read the DemandTools 5.44.0 Release notes (January, 2025)
